At Palladin Tech, we run our operation on Salesforce. This includes both data records, as well as tracking key information and outreach. As a best practice, we’ve found the following Contact data helpful and invaluable as we’ve doubled the size of our Company year over year for 5+ years running. Our simple but powerful contact configuration ensures we have all the critical data at our fingertips.
1. Segmentation Data
- Is the contact at the company (Account)?
- Organizational level – what is the (standardized) level of the Contact in the organization?
2. Demographic Data
- When did they start at the Account?
- Where are they from?
3. Nurture Relationships via Personal (Non-Identifying) Information
- Favorite sports teams
- Hobbies / interests
- Name of spouse / partner
- Favorite beverage / type of beverage
- Other interests
Since we run Salesforce Marketing Cloud Account Engagement, our contact configuration and data points, coupled with rational management of Reports and Marketing Automation programs, allows our clients and Palladin, to quickly address market needs, at scale and just in time.
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Chief Executive Officer
Brandon Ward, a seasoned leader with 20 years of experience, is the founder of Palladin Technologies, a Crest-level Salesforce consulting partner based in Atlanta with presence in 11 countries and rapidly growing. Specializing in Salesforce.com systems integration and implementation, Brandon founded and has steered Palladin Technology from its inception to achieve a remarkable 4-year CAGR of 118%, driven by organic growth and exceptional service. Under his leadership, Palladin Technologies excels in delivering outstanding outcomes for clients undergoing digital transformations, with emphasis on the telecommunications and media sector and the intersection of subscriber relationships, communications sales, traditional CRM, BSS, and OSS needs.
